About this episode

Rupert Mitchell discusses his long-term investment strategy in mining stocks and shares insights from his extensive experience in equity capital markets.

Rupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore. Now was the perfect time to have him on the show as he's just finished the resources sleeve of a portfolio built to be held until 2046. We don't believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers: • The systematic screen that spat out Vale, Anglo and didn't deliver a single copper stock • Why Agnico scored worse than Newmont (stale price decks!) • Glencore as his captain's call • Why he stepped away from uranium this year • How he works energy companies into the mix US$135 off Blind Squirrel Macro Subscription: https://www.blindsquirrelmacro.com/moneyofmine …………… TIMESTAMPS (0:00) Can You Hold Miners? (4:10) China Capitalism Reality (10:20) Scoring Resources Stocks (15:20) Glencore Deep Dive (32:00) China Tech and Energy Bets (47:00) Wrap Up, Picks, and Disclaimers …………… Join 19k+ subscribers to the ⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠ :one daily email with all the news that matters in mining …………… PARTNERS Thank you…

People in this episode

Guest: Rupert Mitchell

Topics covered

• mining stocks
• investment strategies
• equity capital markets
• resource stocks
• China capitalism
• energy companies

Keywords

• stocks
• mining
• investment
• Glencore
• uranium
• energy
• China
• Agnico
• Newmont

Sponsors

Blind Squirrel Macro, Sandvik Ground Support, Titan Recruitment, Focus by Marketech

Mentioned in this episode

Organizations: Citi, Goldman, Glencore, Agnico, Newmont

More episodes of Money of Mine

• Why Great Mining Projects Still Fail (Brock Salier) · September 5, 2026 · 58 min
• 9 Mining Investing Rules We Learnt the Hard Way · September 2, 2026 · 29 min
• The 11 Gold Takeovers to Happen Before 2027 · August 28, 2026 · 54 min
• Why The Gold Bid Isn't Going Away (Jacob Shapiro) · August 26, 2026 · 54 min
• Weekly Wrap + The Canyon Conspiracy · August 21, 2026 · 55 min
• Six Opinions, Five Geologists · August 18, 2026 · 1h 13m

Explore listener stats, chart rankings, contacts and more on the Money of Mine podcast page.